JAMES H. MCCARTY, JR., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 4 |
| Number of participants with account balances | 2022-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 5 |
| Number of participants with account balances | 2019-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 5 |
| Number of participants with account balances | 2018-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,553 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,026 |
| Total plan assets at end of year | 2022-12-31 | $491,552 |
| Total plan assets at beginning of year | 2022-12-31 | $494,131 |
| Value of fidelity bond covering the plan | 2022-12-31 | $45,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $1,026 |
| Other income received | 2022-12-31 | $-1,553 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,579 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $491,552 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $494,131 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $56,600 |
| 2021 : JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $123,664 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $29 |
| Total plan assets at end of year | 2021-12-31 | $494,131 |
| Total plan assets at beginning of year | 2021-12-31 | $370,496 |
| Value of fidelity bond covering the plan | 2021-12-31 | $45,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $29 |
| Other income received | 2021-12-31 | $123,664 |
| Net income (gross income less expenses) | 2021-12-31 | $123,635 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $494,131 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $370,496 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $56,600 |
| 2020 : JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-16,664 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $21,860 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $21,810 |
| Total plan assets at end of year | 2020-12-31 | $370,496 |
| Total plan assets at beginning of year | 2020-12-31 | $409,020 |
| Value of fidelity bond covering the plan | 2020-12-31 | $45,000 |
| Other income received | 2020-12-31 | $-16,664 |
| Net income (gross income less expenses) | 2020-12-31 | $-38,524 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $370,496 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $409,020 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $281,400 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $50 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $30,020 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $409,020 |
| Total plan assets at beginning of year | 2019-12-31 | $379,000 |
| Value of fidelity bond covering the plan | 2019-12-31 | $38,000 |
| Other income received | 2019-12-31 | $30,020 |
| Net income (gross income less expenses) | 2019-12-31 | $30,020 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $409,020 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $379,000 |
| Assets. Value of participant loans | 2019-12-31 | $54,218 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $278,800 |
| 2018 : JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-80 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $379,000 |
| Total plan assets at beginning of year | 2018-12-31 | $379,080 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-80 |
| Net income (gross income less expenses) | 2018-12-31 | $-80 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $379,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $379,080 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $244,000 |
| 2017 : JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,668 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $379,080 |
| Total plan assets at beginning of year | 2017-12-31 | $377,412 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $29,526 |
| Other income received | 2017-12-31 | $1,668 |
| Net income (gross income less expenses) | 2017-12-31 | $1,668 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $379,080 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $377,412 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $242,300 |
| 2016 : JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $2,379 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $377,412 |
| Total plan assets at beginning of year | 2016-12-31 | $375,033 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $44,701 |
| Other income received | 2016-12-31 | $2,379 |
| Net income (gross income less expenses) | 2016-12-31 | $2,379 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $377,412 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $375,033 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $237,000 |
| 2015 : JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $90,017 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $375,033 |
| Total plan assets at beginning of year | 2015-12-31 | $285,016 |
| Other income received | 2015-12-31 | $53,312 |
| Net income (gross income less expenses) | 2015-12-31 | $90,017 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $375,033 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $285,016 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $224,500 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $36,705 |
| 2014 : JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $24,764 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $285,016 |
| Total plan assets at beginning of year | 2014-12-31 | $260,252 |
| Noncash contributions received | 2014-12-31 | $10,939 |
| Net income (gross income less expenses) | 2014-12-31 | $24,764 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $285,016 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $260,252 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $167,580 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $13,825 |
| 2022: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES H. MCCARTY, JR. , P. A PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
